crm-2016
The New CRM 2016 Web API is Here and It’s Better Than Ever!
March 28, 2016

One of the biggest updates for developers in CRM 2016 is the new REST Web API endpoint. This is a promotion of the preview item that was available for CRM

tips-and-tricks
Why CRM? – Making Bad Decisions Because of Bad or No Data
March 18, 2016

Welcome back, readers, to the final installment in our Why CRM blog series! We recently launched a new website aimed at answering basic questions around customer relationship management (CRM) software

the-crm-minute
The CRM Minute: Why CRM? Bad Decisions Caused by Bad Data [VIDEO]
January 27, 2016

  Welcome back, readers, to the final installment in our Why CRM video blog series! We recently launched a new website aimed at answering basic questions around customer relationship management

tips-and-tricks
Determining Total Record Counts
November 9, 2015

If you are familiar Microsoft CRM, then you know that one it’s great features is the ability to store thousands of records for your organization so that you can report

tips-and-tricks
Upgrading CRM: How to Move from a Data-driven CRM to a Process-driven CRM
October 28, 2015

Welcome back for the final installment in our Upgrading CRM blog series! Today we are going to wrap things up with taking a look at how you can move from

tips-and-tricks
Change Tracking in Dynamics CRM 2015
October 26, 2015

For the Dynamics CRM Online 2015 Update 1, Microsoft built in a reliable and efficient method for tracking transactional data changes within an entity. This new functionality is called Change

tips-and-tricks
Read Only Data Change Request
October 15, 2015

When performing an integration between an ERP system and Microsoft Dynamics CRM, if the data only flows from ERP to CRM, the integrated fields in CRM are typically set to

tips-and-tricks
10 Data Export and Import Redesign Features in Dynamics CRM Online 2015 Update 1
September 18, 2015

For many years, a Microsoft Excel export and import redesign has been one of top change requests from the Microsoft Dynamics CRM Community. The previous version of the feature did

dynamics-365-for-marketing
Creating Marketing Lists from External Data Sources
August 25, 2015

Using Advanced Find to filter and find the right audience when you’re creating Marketing Lists in Dynamics CRM works great if the data you need exists in your CRM system

tips-and-tricks
Utilizing Alternate Keys in Dynamics CRM Integrations
August 21, 2015

One of the challenges when integrating external data with Dynamics CRM is that in order to update a record via the API, you have to know the GUID of the

tips-and-tricks
Data Import Privileges
August 18, 2015

The Import tool within Microsoft Dynamics CRM is a great way to move data in and out of CRM. This tool is available for all users, provided they have the

tips-and-tricks
Get Faster and Simpler Update/Insert Transactions Using SSIS
August 13, 2015

When you are building an integration using SSIS, chances are you will need to update or insert data that has been created or changed in the source system on a